CounterPoint retains detailed history of every sale and return ticket, including ship-to and bill-to addresses, line item detail, payment detail, sold gift certificates, and sales tax amounts.
Look up tickets by ticket number, customer number, store number, station number, or ticket date.
You can see as much detail as you want—totals, payments, or individual line items.
Individual tickets may also be retrieved by searching for keywords that match any portion of any field designated as a keyword search field. Filters may also be defined to show the detailed information for specific tickets. For example, you could define a filter to display only the tickets for customer # 100 between May 1 and June 30, 2005.
A complete audit-level report of ticket history may be printed in order by store, station, or date, and can optionally include payment detail, line item detail, serial number detail, and cost.
Summarized and detailed historical reporting is provided for item categories, payment methods, sales reps, stations, stores, tax codes, and users.
History can be retained indefinitely and management history reports can provide valuable information such as a comparison of sales for Easter week this year with Easter week last year.
Two reports, Sales History by Item by Customer and Sales History by Customer by Item, analyze what merchandise is being sold and who is purchasing that merchandise. These reports may be run for a selected range of items, customers, stores, dates, categories, or any other reportable criteria, and allow you to "drill down" to additional levels of detail.
Sales History by Item by Customer shows selected items and lists the customers who made purchases, along with the applicable sales, quantities, profitability, and percent-of-totals figures.
Sales History by Customer by Item shows selected customers and lists the items that were purchased, along with the applicable sales, quantities, profitability, and percent-of-totals figures.
The Tax History Report provides detailed or summarized information for sales, taxable amounts, and tax amounts. You can choose how much detail to include on this report—from a summary by tax authority to a detailed report of the tax on each ticket.
Sophisticated exception reporting allows a manager to monitor danger zones without having to pore through voluminous reports. Exception reports are available for critical areas such as price overrides, tax overrides, voids, merchandise returns, and others.
The Flash Sales Report provides a brief one-page synopsis of sales activity at one or more stores for a specified period of time. Flash Sales shows the total sales, number of tickets, average sales $ per ticket, cost of sales, and gross profit for each store during the reported period.
You can also show percent of total values or include a pie chart for simpler at-a-glance understanding of the data presented.
The report can be ordered by store, or by sales, profit, or by any of the reported columns, such as sales last week, profit this year, etc. You may choose to report information for a comparative period.
Flash Sales is a very powerful reporting and analysis tool that lets you define and present your own analysis of store operations. If you don’t want to use the standard reported columns, you can select to print up to five analysis columns selecting from, for example, sales, cost, profit, profit %, quantity sold, number of lines, average ticket amount, etc.